Gen-Wealth Partners’s Advanced Energy AEIS Stock Holding History

Gen-Wealth Partners’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$107K	Hold	286	–	–	0.03%	323
2026 Q1	$92.3K	Buy	+286	New	+$82.9K	0.03%	341

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gen-Wealth Partners's AEIS Position: Q2 2026 in Review

Gen-Wealth Partners held its Advanced Energy (AEIS) position steady in Q2 2026 at 286 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #323.

Gen-Wealth Partners first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Gen-Wealth Partners held 286 shares of Advanced Energy worth $107K as of Q2 2026.
Gen-Wealth Partners left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #323 holding.
Gen-Wealth Partners first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.